Bank & Credit Union Marketing Resources
Webinars, guides, and tools
Helping banks and credit unions work smarter and achieve growth.
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Playbooks & Guides
The Deposit Advantage Playbook
This e-book combines six proven deposit growth opportunities with ready-to-use generative AI prompts so you can plan, write, and launch campaigns in a fraction of the time.
Level Up Your Data Strategy Playbook
This playbook will help level up your FI's data strategy with practical, actionable steps—without massive budgets or disruptive overhauls.
Early Checking Engagement Blueprint
In our new guide, discover how to boost checking engagement and win over customers—starting from day one.
Benchmark Report: Marketing Campaign Insights
Marketing insights from 95 banks & credit unions—see which campaigns, channels & tactics drove the best results in 2024.
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On-Demand Webinars
Unlock Hidden Deposits: 6 Quick Wins for Banks & Credit Unions
Watch this on-demand webinar where we’ll break down six proven, low-effort, high-impact strategies to boost deposits and deepen relationships.
Conquer Checking Acquisition
Learn actionable steps to create a data-driven acquisition strategy tailored to your institution's goals.
Level Up Your Data Strategy
Building a smarter data strategy doesn’t require giant leaps. This session will give you practical steps to create momentum, drive results, and turn your data into your greatest strategic advantage.
On-Demand Webinar: Making Sense of Relationship Value
Most FI's talk about relationship value—but few know how to measure it, act on it, or grow it. Watch this webinar to learn how.
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Tools & Resources
Outmaneuver Your Competition: Competing Against Giants Starts Here
Community banks and credit unions don’t need massive budgets to compete. Learn how to win with with visibility, engagement, and data.
Checking Acquisition ROI Calculator
The ROI Calculator provides a comprehensive view of the return on investment (ROI) for new checking account acquisition.